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workflow onboarding ux product
The Onboarding Flow Designer
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PromptAura Team Aug 13, 2026
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#WORKFLOW: Design a 5-step onboarding flow for {{product_name}}, a {{product_type}} SaaS.
#STEP 1: FIRST IMPRESSION (Sign up complete)
Goal: Make them feel welcomed and oriented.
- Welcome screen with value proposition reminder
- Ask: What's your primary goal? (segment the user)
#STEP 2: QUICK WIN (Under 60 seconds)
Goal: Deliver the 'aha' moment fast.
- Guide to complete one small action that demonstrates core value
- Celebrate the completion
#STEP 3: SETUP (2-5 minutes)
Goal: Configure the product for their use case.
- Profile/settings based on their segment
- Integration with {{key_integration}}
- Import or create first {{core_entity}}
#STEP 4: EDUCATION (Progressive)
Goal: Teach key features without overwhelming.
- Show 3 key features (not all features)
- Interactive tooltips, not video tutorials
#STEP 5: HABIT TRIGGER
Goal: Bring them back.
- Set up notification preferences
- Schedule first check-in email
- Suggest next logical action
#FOR EACH STEP provide: Screen mockup description, microcopy, and success metric. Actions
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